Senior Manager, Marketing Operations

About Altruist Altruist is transforming the multi-trillion dollar wealth management industry by building an AI platform for wealth professionals. We partner with financial advisors nationwide, empowering them to grow, optimize time and resources, and deliver superior outcomes for their clients. We're looking for exceptional talent to help us achieve our mission of making financial advice better, more affordable, and accessible to all.

If you're passionate about challenging the status quo and want to do the most important work of your life, we'd love to meet you! But first, our values Kindness - Kindness doesn’t just equal niceness. We listen to understand.

We embrace, and encourage healthy debate and diverse perspectives. We approach conflict openly, honestly, and respectfully. Brilliance - Humility is the skill we’re most proud of and possessing a growth mindset is always top of mind.

We take ownership in everything we touch; regularly using our unique superpowers to reach a common goal as a team. We succeed and fail as one. Grit - When challenges arise, we stay laser focused on achieving our mission and finding a way forward, even when it’s hard.

We are nimble and maintain a sense of urgency, swiftly adapting to change and overcoming obstacles. The opportunity Altruist is entering an exciting phase of growth, and we're looking for a Sr Marketing Automation Operations Manager to join our quickly scaling Marketing team! You’ll play a critical role in driving growth by developing best-in-class marketing automation and operations capabilities.

Working cross-functionally with marketing, sales, and product teams, you’ll drive the delivery of seamless experiences throughout the customer journey. You will develop and manage systems to take a user from their first web session to becoming a valued customer on the Altruist platform. This is a hybrid role based out of our San Francisco FiDi office, with three days per week in the office.

, Salesforce) to ensure seamless data flow and accurate tracking of leads, opportunities, and customers Develop and maintain documentation for marketing automation processes, including standard operating procedures, best practices, and guidelines for internal stakeholders Monitor and report on key performance metrics related to marketing automation initiatives, providing insights and recommendations for continuous improvement Stay current with AI and industry best practices in marketing automation, making recommendations for new tools and strategies to enhance marketing operations.